Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZAGF (Lonza Group Ltd) | -7.32% | -10.43% | 1.22% | -2.35% | 14.65% | 16.17% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZAGF (Lonza Group Ltd) | 02/17/2009 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | -10.43 | 1.22 | -2.35 | 14.65 | 16.17 | NA | … | … | -7.32 | 20.70 | 36.96 | -13.89 | -39.81 | 28.34 | 75.09 | 45.02 | -2.05 | 54.08 | 7.46 | 49.77 | 20.41 | 83.14 | -4.25 | -24.71 | 17.82 | -23.21 |
| Sharpe Ratio | NA | -0.22 | -0.05 | -0.05 | 0.36 | NA | NA | … | … | -0.33 | 0.41 | 0.71 | -0.39 | -0.88 | 0.90 | 2.12 | 1.85 | -0.12 | 2.44 | 0.36 | 2.19 | 0.82 | 3.43 | -0.12 | -0.59 | 0.57 | -0.60 |
| Standard Deviation(%) | NA | 40.74 | 46.23 | 44.32 | 36.82 | NA | NA | … | … | 46.40 | 43.58 | 46.71 | 45.22 | 47.10 | 31.36 | 35.07 | 23.57 | 28.82 | 21.96 | 19.88 | 22.69 | 25.01 | 24.20 | 36.75 | 41.88 | 31.33 | 43.84 |
| Draw Down(%) | NA | 23.98 | 48.74 | 60.12 | 60.12 | NA | NA | … | … | 23.98 | 19.07 | 16.10 | 48.74 | 45.02 | 18.97 | 23.60 | 11.02 | 27.57 | 7.93 | 14.88 | 10.39 | 13.18 | 7.08 | 45.87 | 37.30 | 23.01 | 37.08 |
| Yield(%) | 0.00 | 1.18 | 1.06 | 0.73 | 2.37 | 4.28 | 3.17 | … | … | 1.21 | 1.19 | 1.07 | 0.81 | 0.38 | 0.52 | 0.76 | 1.04 | 1.00 | 1.59 | 1.57 | 2.25 | 2.62 | 3.91 | 3.75 | 2.99 | 2.50 | 1.89 |
Data as of 06/10/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZAGF (Lonza Group Ltd) |
-27.13%
May 2009 – May 2012 |
0.44%
Apr 2021 – Apr 2026 |
14.30%
Sep 2009 – Sep 2019 |
13.80%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZAGF (Lonza Group Ltd) |
61.84%
May 2012 – May 2015 |
45.42%
May 2012 – May 2017 |
34.60%
May 2012 – May 2022 |
19.15%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart